Case task workflow

Case tasks help you to collaborate with multiple teams to investigate, perform impact assessment to establish case criticality, and gather evidence to capture the details and responses for further review.

After a privacy case is reported, the privacy analyst can create case tasks and assign each of those tasks to various case task owners. The case task owners then work on the tasks and submit them for the case analyst to review. There are three types of case tasks:

• Assessment: This type of case task requires the case task owner to take an assessment and provide their responses. Case tasks that belong to this type can only be reassigned.
• Investigation: This type of case task requires the case task owner to provide their observations.
• Others: Like Investigation, this type of case task also requires the case task owner to provide their observations.

After case task owners work on a task, they submit the task for the case analyst to review.

The following image displays the life cycle of a case task.

• Create a case task
  Create case tasks to work on the various tasks such as investigations, assessments, inquiries, gathering evidence, and so on required to analyze and work on the case that has been reported. Each case can have multiple case tasks that can be assigned to different owners from various teams.
• Work on a case task
  As a case task owner, accept the task, provide the details requested by the case analyst, and submit it for a review. If a case task is assigned to an assignment group, and not to a specific user, then any user who is a part of the assignment group can accept the task and work on it.

Parent Topic:Using Privacy Case Management